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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Braintree, MA

Every SEC-registered investment adviser representative at a firm office in Braintree, with the firms that employ the most of them.

175 registered advisors work in Braintree; the most are at Capital Analysts (23). 35 list the CFP designation and 104 are also registered broker representatives.

Firms with the most advisors in Braintree

FirmAdvisors in Braintree
Capital Analysts23
Pallas Capital Advisors, LLC19
LPL Financial LLC news11
Commonwealth Financial Network news10
Compass Capital Corporation8
Mutual Of Omaha Investor Services, Inc.8
Napier Financial8
Transamerica Financial Advisors, LLC8
Ameriprise Financial Services, LLC news7
Cetera Investment Advisers LLC news7
Msa Financial7
Rise North Capital Investment Advisors7
Kelly Financial Services LLC6
Little House Capital, LLC6
Park Avenue Securities LLC5
Lincoln Investment3
Mg Financial LLC3
Money Concepts Capital Corp.3
Peddock Capital Advisors, LLC3
Generations Retirement Group, LLC2
Global Retirement Partners LLC2
Great Valley Advisor Group, LLC2
J.P. Morgan Securities LLC news2
Raymond James Financial Services Advisors, Inc. news2
Stablepoint Partners, LLC2

Advisors in Braintree, A to Z

CFP advisors in Braintree →

Other cities in Massachusetts

All of Massachusetts →

Boston 3,833Waltham 477Wellesley 415Needham 267Hingham 218Worcester 194Burlington 189Springfield 180Westborough 166Danvers 139Norwell 137Wakefield 124Westwood 123Wellesley Hills 119Beverly 118Woburn 116Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84Lexington 69

Questions

How many financial advisors are in Braintree, MA?

175 investment adviser representatives are registered at firm offices in Braintree, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 104 of them are also registered as broker representatives, and 35 list the CFP designation.

Which firm has the most financial advisors in Braintree?

Capital Analysts, with 23 registered advisors in Braintree, followed by Pallas Capital Advisors, LLC with 19.

How do I check a financial advisor in Braintree?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.